MONTREAL, May 3, 2021 – Valsoft Corporation Inc. (“Valsoft”), a Montreal-based company specializing in the acquisition and development of vertical market software businesses, is pleased to announce the acquisition of Finartis, a leader in wealth management software, headquartered in Switzerland. Finartis is committed to the development of high-quality software solutions. Jean–Luc Freymond, CEO of Finartis,
Geneva, Switzerland, February 5th 2021 – Prospero Wealth Management won the “Best in Client Communications Solution” award from the Eighth Annual WealthBriefing Swiss Awards 2021 on 4th February. WealthBriefing, published by ClearView Financial Media, is the leading subscription-based business intelligence service for the wealth management community and the supporting publication
Lausanne, December 1st, 2020 – Matimpex, a family office located in the middle-east, is live with Prospero Family Office to support them to streamline and automate their back office with advanced custodian interfaces and to maximize the services it offers to its clients. Prospero is the market-leading solution for financial
Lausanne, Switzerland, November 10th 2020 – Prospero won the “Best in Transaction Processing Solution” award for Wealth Management in the Seventh Annual WealthBriefing MENA Awards for Excellence 2020 held at the Sofitel Dubai Downtown in Dubai, United Arab Emirates last 9th November. WealthBriefing, the leading subscription-based business intelligence service for
Lausanne, Switzerland, June 22nd 2020 –The annual Sales League Table report, considered the global industry barometer ranking leading banking technology suppliers, was released by IBS Intelligence, an independent publication covering the financial technology industry. After a review of systems purchases made by over 1,700 banks across 240 products from 62
NEW YORK and ZURICH, May 14, 2020 /PRNewswire/ — Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high net worth (UHNW) families and institutions today announced a partnership with FINARTIS SA, the leading Swiss-Based provider of investment management and risk reporting to major private banks, pensions, and family
Lausanne, Switzerland, 15 November 2019 – Fintech provider FINARTIS SA has added Amalgamated Investment Bank (AIB) to the community of users of its Prospero 365 solution for wealth management and fund administration. FINARTIS will provide the investment bank with a highly automated platform integrating all front-to-back processes on multiple
IBS Intelligence, an independent publication covering the financial technology industry, annually releases its Sales League Table report based on the sales results of various global vendors catering to the industry. IBS Intelligence surveyed software vendors and based on their 2018 sales, FINARTIS’s Prospero emerged at the top position as the
UnionBank’s Wealth department joins FINARTIS’s community of users of its Prospero 365 solution for wealth management and fund administration Fintech provider FINARTIS SA has added Union Bank of the Philippines (UnionBank)’s Wealth department to the community of users of its Prospero 365 solution for wealth management and fund administration. This comes two
FINARTIS (formerly SAGE), has been named winner of the Excellence in Wealth Management Software Solutions award in the Global Fund Awards 2017 by Corporate Livewire. Honoring the outstanding performers in the financial services industry, the Awards recognized all aspects of the funds sector and awarded those who stood out with